ADAM AND MARIA SARAH SEYBERT INSTITUTION FOR POOR BOYS AND GIRL: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ADAM AND MARIA SARAH SEYBERT INSTITUTION FOR POOR BOYS AND GIRL (EIN 23-6260105)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-02
- IRS object ID
- 202431239349101008
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-02T09:31:52-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232749044 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEE BERGVALL & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 754 | AddressLine1Txt |
| City | WARRINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 189760754 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236260105 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAM AND MARIA SARAH SEYBERT | BusinessNameLine1Txt |
| Business Name Line2 | INSTITUTION FOR POOR BOYS AND GIRLS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADAM | BusinessNameControlTxt |
| Phone | 2158218144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52758 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES MASSAQUOI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2158218144 | PhoneNum |
| Signature | 2024-04-30 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | MASSAQUOI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA BERGVALL CPA | PreparerPersonNm |
| PTIN | P00133440 | PTIN |
| Phone | 2153432727 | PhoneNum |
| Preparation | 2024-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,873,678 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $273,930 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $273,930 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $180,818 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $532,904 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $180,818 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $454,753 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $454,753 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $965 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $965 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,219 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,656 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $116,527 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,258 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $80,269 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,337 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $24 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $24 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,940 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $494 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,446 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $135,668 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,971 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $93,360 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $388,172 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $388,172 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $523,840 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,971 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $481,532 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$69,087 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $416,782 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,649 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,716 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,716 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,309,492 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,156,742 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,895,108 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,214,858 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,289,454 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,922,854 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $25,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,570,999 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,501,912 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,873,678 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,570,999 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,501,912 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,570,999 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,501,912 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,570,999 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,501,912 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,570,999 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$69,087 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,501,912 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,501,912 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $532,904 | GrossSalesPriceAmt |
| Cost Or Other Basis | $352,086 | CostOrOtherBasisAmt |
| Gain Or Loss | $180,818 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $180,818 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $180,818 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $180,818 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,793 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,793 | SubtotalAmt |
| Tax Based On Investment Income | $5,793 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,784 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,784 | TotalPaymentsAndCreditsAmt |
| Tax Due | $9 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SEYBERTFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THERESA JACKSON | IndividualWithBooksNm |
| Phone | 2158218144 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4032 W MORELAND AVENUE | AddressLine1Txt |
| City | HATBORO | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARDSON SEDMAK | ||||||||
| PO BOX 52758 | PHILADELPHIA | PA | 19115 | PRESIDENT | 1.50 | $0 | $0 | $0 |
| EVAN WILSON | ||||||||
| PO BOX 52758 | PHILADELPHIA | PA | 19115 | VICE PRESIDE | 1.50 | $0 | $0 | $0 |
| CICELY PETERSON-MANGUM ESQ | ||||||||
| PO BOX 52758 | PHILADELPHIA | PA | 19115 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JAMES MASSAQUOI | ||||||||
| PO BOX 52758 | PHILADELPHIA | PA | 19115 | CO-TREASURER | 1.00 | $0 | $0 | $0 |
| LANDON JONES ESQ | ||||||||
| PO BOX 52758 | PHILADELPHIA | PA | 19115 | CO-TREASURER | 1.00 | $0 | $0 | $0 |
| JILL FINK | ||||||||
| PO BOX 52758 | PHILADELPHIA | PA | 19115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CATHERINE LAVIGNE | ||||||||
| PO BOX 52758 | PHILADELPHIA | PA | 19115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAMIA MAKKAR | ||||||||
| PO BOX 52758 | PHILADELPHIA | PA | 19115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARISSA MEYERS | ||||||||
| PO BOX 52758 | PHILADELPHIA | PA | 19115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MIGUEL MOREL | ||||||||
| PO BOX 52758 | PHILADELPHIA | PA | 19115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THERESA JACKSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4032 W MORELAND AVENUE | AddressLine1Txt |
| City | HATBORO | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MGMT SERVICES | ServiceTypeTxt |
| Compensation | $77,688 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,305,204 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,015 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $25,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,384,219 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,384,219 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $155,763 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,228,456 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $511,423 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $511,423 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,793 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,793 | TotalTaxAmt |
| Distributable Before Adj | $505,630 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $505,630 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $505,630 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $481,532 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $481,532 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $505,630 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $66,441 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $66,441 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $481,532 | QualifyingDistributionsAmt |
| Applied To Current Year | $481,532 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $24,098 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $24,098 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,343 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $42,343 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $42,343 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THERESA JACKSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52758 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2158218144 | RecipientPhoneNum |
| Form And Info And Materials | SEE WEBSITE FOR GRANT FORMS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE FOR GRANT DUE DATES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE RESTRICTED TO THE BENEFIT OF POOR BOYS AND GIRLS RESIDING IN PHILADELPHIA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 12 PLUS | ||||||
| 3401 I ST UNIT 304 | PHILADELPHIA | PA | 19134 | PC | GENERAL OPERATING | $10,000 |
| ACHIEVE NOW | ||||||
| 1735 MARKET ST STE A500 | PHILADELPHIA | PA | 19103 | PC | GENERAL OPERATING | $10,000 |
| ASIAN AMERICANS UNITED | ||||||
| 1023 CALLOWHILL ST | PHILADELPHIA | PA | 19123 | PC | GENERAL OPERATING | $10,000 |
| AUTISM REC | ||||||
| 1140 S 2TH ST | PHILADELPHIA | PA | 19146 | PC | GENERAL OPERATING | $10,000 |
| BEYOND THE BARS | ||||||
| 3500 LANCASTER AVE | PHILADELPHIA | PA | 19104 | PC | GENERAL OPERATING | $10,000 |
| BIG PICTURE ALLIANCE | ||||||
| 4732 STENTON AVE | PHILADELPHIA | PA | 19144 | PC | GENERAL OPERATING | $10,000 |
| BREAKTHROUGH OF GREATER PHILA | ||||||
| 34 W COULTER ST | PHILADELPHIA | PA | 19144 | PC | GENERAL OPERATING | $10,000 |
| CENTRO NUEVA CREACION | ||||||
| 185 WEST TIOGA STREET | PHILADELPHIA | PA | 19140 | PC | GENERAL OPERATING | $10,000 |
| COURT APPOINTED SPECIAL ADVOCATES | ||||||
| 1940 BRANDYWINE ST | PHILADELPHIA | PA | 19130 | PC | GENERAL OPERATING | $10,000 |
| EDUCATION LAW CENTER | ||||||
| 1800 JFK BLVD SUITE 190 | PHILADELPHIA | PA | 19103 | PC | GENERAL OPERATING | $10,000 |
| ESF DREAM CAMP FOUNDATION | ||||||
| 750 E HAVERFORD ROAD | BRYN MAWR | PA | 19010 | PC | GENERAL OPERATING | $30,000 |
| FAMFREQUENCY PRODUCTIONS | ||||||
| 1147 S 26TH ST | PHILADELPHIA | PA | 19146 | PC | GENERAL OPERATING | $10,000 |
| FAMILY PROMISE OF PHILADELPHIA | ||||||
| 7047 GERMANTOWN AVE | PHILADELPHIA | PA | 19119 | PC | GENERAL OPERATING | $10,000 |
| LIGUORI ACADEMY | ||||||
| 2343 E TUCKER ST | PHILADELPHIA | PA | 19125 | SCHOOL | GENERAL OPERATING | $58,172 |
| MENTOR FOR PHILLY | ||||||
| 1315 WALNUT ST STE 700 | PHILADELPHIA | PA | 19107 | COMM TRST | GENERAL OPERATING | $10,000 |
| MONKEY & THE ELEPHANT | ||||||
| 2831 W GIRARD AVE | PHILADELPHIA | PA | 19130 | PC | GENERAL OPERATING | $10,000 |
| NEIGHBORHOOD BIKE WORKS | ||||||
| 3943 LANCASTER AVE | PHILADELPHIA | PA | 19104 | PC | GENERAL OPERATING | $10,000 |
| NEW LEASH ON LIFE - USA | ||||||
| PO BOX 326 | NARBERTH | PA | 19072 | PC | GENERAL OPERATING | $10,000 |
| NICHE CLINIC | ||||||
| 548 S 54TH ST STE 2 | PHILADELPHIA | PA | 19143 | PC | GENERAL OPERATING | $10,000 |
| PHILADELPHIA COMMUNITY EMPOWERMENT | ||||||
| 3400 J ST ROOM G4 | PHILADELPHIA | PA | 19134 | PC | GENERAL OPERATING | $10,000 |
| PHILADELPHIA ROBOTICS COALITION | ||||||
| 1700 W OLNEY AVE | PHILADELPHIA | PA | 19141 | PC | GENERAL OPERATING | $10,000 |
| ROCK TO THE FUTURE | ||||||
| PO BOX 29324 | PHILADELPHIA | PA | 19125 | PC | GENERAL OPERATING | $10,000 |
| SMITH MEMORIAL PLAYGROUND | ||||||
| 3500 RESERVOIR DR | PHILADELPHIA | PA | 19121 | PC | GENERAL OPERATING | $10,000 |
| STARFINDER FOUNDATION | ||||||
| 4015 MAIN STREET | PHILADELPHIA | PA | 19127 | PC | GENERAL OPERATING | $10,000 |
| STUDENTS RUN PHILLY STYLE | ||||||
| 1819 JFK BLVD SUITE 480 | PHILADELPHIA | PA | 19103 | PC | GENERAL OPERATING | $10,000 |
| THERAPY SOLUTIONS CHILDREN'S SERV | ||||||
| 915 MONTGOMERY AVE | PENN VALLEY | PA | 19072 | PC | GENERAL OPERATING | $10,000 |
| TREE HOUSE BOOKS | ||||||
| 1430 W SUSQUEHANNA AVE | PHILADELPHIA | PA | 19121 | PC | GENERAL OPERATING | $10,000 |
| VETRI COMMUNITY PARTNERSHIP | ||||||
| 915 SPRING GARDEN ST ST | PHILADELPHIA | PA | 19123 | PC | GENERAL OPERATING | $40,000 |
| W PHILA ALLIANCE FOR CHILDREN | ||||||
| 3603 HAMILTON STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL OPERATING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $388,172 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $273,930 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $180,818 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $454,753 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $454,753 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION 990PF | CategoryTxt |
| Amt | $4,875 | Amt |
| Net Investment Income | $1,219 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,656 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTER-TERM INVEST-GR ADM | $408,711 | $364,879 |
| TOTAL BOND MKT INDEX ADM | $1,316,950 | $1,176,400 |
| LONG-TERM INVEST-GR ADM | $359,104 | $265,701 |
| SHORT-TERM INVES-GR ADM | $526,005 | $504,208 |
| TOT INTL BOND IX ADMIRAL | $678,684 | $611,666 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TOTAL STOCK MKT IDX INST | $2,409,360 | $4,806,150 |
| TOTAL INTL STOCK IX ADMIRAL | $2,747,382 | $3,088,958 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $965 | LegalFeesAmt |
| Disbursements Charitable Prps | $965 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENT LOAN | Desc |
| BOY Book Value | $25,000 | BOYBookValueAmt |
| EOY Book Value | $25,000 | EOYBookValueAmt |
| EOYFMV | $25,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE | $1,528 | $1,528 | |
| DUES & SUBSCRIPTIONS | $2,220 | $2,220 | |
| MISCELLANEOUS EXPENSE | $249 | $249 | |
| ADMINISTRATIVE EXPENSES | $4,943 | $4,449 | $494 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANT FEES | $89,188 | $8,919 | $80,269 |
| INVESTMENT FEES | $27,339 | $27,339 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES & LICENSES | CategoryTxt |
| Amt | $4,337 | Amt |
Comments